It’s one thing to talk about the importance of succession planning. It’s another to see the transformation happen in real families, businesses, and lives. Here are real-world lessons from business-owning families who faced the fire—and came through stronger. 31 Oct

Family Business Succession: Lessons Learned from Real Families

Texas doesn’t tax your estate or your inheritance—but the federal government might. And if you own property in other states, you may still be affected by their rules. Let’s break down how smart planning can protect your legacy. 27 Oct

Does Texas Have an Estate or Inheritance Tax?

Preparedness is key. With clear instructions and all assets accounted for, the transfer itself can be smooth, allowing loved ones to focus on grieving and honoring your memory. Here's what you should do now to best position your heirs for success. 26 Oct

How To Guide Your Heirs Through The Great Wealth Transfer

The probate process can vary significantly from one state to another, reflecting local laws, customs, and practices. Here is a quick guide to understanding state-specific probate laws and procedures... 25 Oct

Does The Probate Process Vary from State-to-State?

An estate tax is levied on the deceased's estate, while an inheritance tax is paid by heirs subject to the tax (spouses are usually exempt). Over a dozen states currently impose estate or inheritance taxes. Find out where you’ll have to pay... 24 Oct

2025 Update: States with Scary Estate & Inheritance Taxes

Elderly and vulnerable people are prime targets for cybercriminals and scammers. Talk to your entire family about the common schemes that cybercriminals employ. Have a conversation about how they can protect themselves today. 23 Oct

Helping Elderly and Vulnerable Loved Ones Avoid Cyber Scams

Trustees are legally obligated to act in the best interest of the beneficiaries. Aligning the trustee’s responsibilities with the best interests of the beneficiaries is a core principle of trust law. 21 Oct

Understanding the Basic Rights of Trust Beneficiaries

The Guinness family’s story shows that inheritance without structure can lead to division... When assets, wishes, and responsibilities are clearly defined, you’re not just protecting your property—you’re protecting your family’s relationships and legacy. 14 Oct

Inheritance Conflict & Division: Lessons from The Guinness Family

The backlash against AI-generated 'resurrections' of deceased celebrities underscores the urgent need for a robust ethical and legal framework to govern the use of digital likenesses, particularly after an individual's passing. 08 Oct

Backlash Against AI ‘Resurrections’ of Deceased Celebrities

Thirty paintings created by the bushy-haired, soft-spoken Bob Ross will soon be up for auction to defray the costs of programming for small and rural public television stations suffering under cuts in federal funding. 07 Oct

Bob Ross Paintings to be Auctioned to Support Public TV Stations

Talking about money is never easy, especially when it involves inheritance, and in many wealthy families, conversations about who gets what, when, and why can feel uncomfortable. Learn how to have constructive talks regarding wealth, values, legacy. 06 Oct

Family Wealth Conversations: Strategies That Work

If you’re navigating grief and decision making, especially in the early aftermath of loss, this guide —"How to Make a Big Decision While Grieving"— is for you... 02 Oct

Navigating Life After Loss: Making Big Decisions While Grieving